Fran Lee, CFP®

Senior Relationship Manager

Fran joined Adviser in 2021 as a senior relationship manager. He has worked in the financial services industry since 1995 and served in both retail and institutional roles at Fidelity Investments as a Vice President. Fran also worked Avantax Investment Services as a Regional Director prior to joining Adviser. He is passionate about financial planning and helping clients achieve successful outcomes. Fran is a CERTIFIED FINANCIAL PLANNER™ professional who earned his B.A. in communications from Stonehill College. He resides with his wife and three daughters in Milton, MA. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.